Wealthstream Advisors’s DocGo DCGO Stock Holding History

Wealthstream Advisors’s Portfolio DCGO Stock Details DCGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-10,896	Closed	-$44K	–	152
2024 Q1	$44K	Hold	10,896	–	–	0.02%	148
2023 Q4	$60.9K	Hold	10,896	–	–	0.03%	146
2023 Q3	$58.1K	Hold	10,896	–	–	0.03%	106
2023 Q2	$102K	Hold	10,896	–	–	0.05%	93
2023 Q1	$94.3K	Hold	10,896	–	–	0.06%	76
2022 Q4	$77K	Hold	10,896	–	–	0.05%	74
2022 Q3	$108K	Hold	10,896	–	–	0.12%	62
2022 Q2	$78K	Hold	10,896	–	–	0.08%	68
2022 Q1	$101K	Hold	10,896	–	–	0.09%	69
2021 Q4	$102K	Buy	+10,896	New	+$101K	0.09%	67

Other funds holding DCGO

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DMKJ

David M. Knott Jr $168M AUM 60.36% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SST

S Squared Technology New York $264M AUM 73.25% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

PAWC

P.A.W. Capital Greenwich, Connecticut $36.7M AUM 6.81% 1-Year Est. Return

Wealthstream Advisors's DCGO Position: Q2 2024 in Review

Wealthstream Advisors sold out of DocGo (DCGO) in Q2 2024, closing a stake of 10,896 shares — an estimated $44K sold.

Wealthstream Advisors first reported a position in DCGO in Q4 2021 and held it in 10 quarters. The position peaked at $108K in Q3 2022. 123 funds tracked by Wall St. Rank hold DCGO as of Q2 2024.

Wealthstream Advisors reported no remaining DocGo position as of Q2 2024 after selling out during the quarter.
Wealthstream Advisors sold 10,896 DocGo shares in Q2 2024, an estimated $44K.
Wealthstream Advisors first reported a position in DocGo in Q4 2021 and held it in 10 quarters.
Wealthstream Advisors's DocGo position peaked at $108K in Q3 2022.
123 funds tracked by Wall St. Rank held DocGo as of Q2 2024.

Based on Wealthstream Advisors's 13F filing for Q2 2024, filed 29 Jul 2024.